Wills and estate planning

Manage your estate assets optimally and make sure that they are distributed according to your wishes when you pass away.

Will and testament

A last will and testament is a legal document that details how your estate should be divided when you pass away. It sets out:

who will be in charge of your estate as executor, to carry out its distribution

the responsibilities and powers your executor will have

who will inherit what property

how your property will ultimately be transferred to your beneficiaries

if you have minor children: who will serve as their guardian until they become adults

By making sure that your last will and testament is in place, valid and up to date you can:

protect your family's financial future and inheritance

protect your family against debt liabilities from your business

save on estate duty

We can help you to draft your last will and testament, making sure that it meets all legal requirements.
Contact an adviser to set up an appointment.

Estate planning

Estate planning involves managing your assets while you are alive, and distributing these assets when you pass away. It considers all of your financial affairs and sets structures in place to manage these most efficiently. Estate planning takes into account:

wills: drafting a legally binding last will and testament to make sure that your assets are distributed according to your wishes